Brief Pack Library / CRM
CRM Brief Pack for Consultants
Everything your AI build tool needs to build a crm for consultants. 14 files. $9.
Built for independent consultants managing engagements, deliverables, and billing.
What this pack defines
Database · 9 tables
- · contacts
- · companies
- · deals
- · activities
- · notes
- · pipelines
- · engagements
- · proposals
- · deliverables
58 columns · 8 foreign keys
Roles · 2
- · Consultant
- · Client (view-only)
Key sections
- · Contact management
- · Deal pipeline
- · Activity timeline
- · Email integration
- · Reporting
Monetization
Per-seat
$19/seat/mo
Authentication
Consultant login + client portal
Integrations
- · Google Calendar
- · Notion
Brief pack contents
14 files. 9 tables, 58 columns, 2 roles, 54 test cases.
File
Contents tailored for this pack
01-GLOBAL-BRIEF.md
Master spec covering product, monetization, journey
02-DESIGN-SYSTEM.md
Tokens, typography, components
03-CONSTRAINTS.md
What the AI must NOT change
04-DATABASE-SCHEMA.sql
9 tables, 58 columns, 8 FKs (contacts, companies, deals…)
05-RLS-POLICIES.sql
Row-level security for 2 roles
06-AUTH-STATE-MACHINE.md
Consultant login + client portal
07-RBAC-MATRIX.md
Consultant · Client (view-only)
08-API-CONTRACTS.md
Endpoint shapes, request/response schemas
09-BILLING-LOGIC.md
Per-seat — $19/seat/mo
10-WEBHOOK-HANDLING.md
Idempotency, retry, failure logging
11-AUDIT-LOG.md
What's tracked, retention, who can see it
12-TEST-USERS-SEED.md
54 test cases, seed data (e.g. consultant@test.com)
13-INTEGRATIONS.md
Google Calendar, LinkedIn, Notion
14-LEGAL-PAGES.md
Privacy, Terms, Refund, Shipping templates
Without BriefKit
200+ iterations
$100+ in build-tool credits, 4–8 weeks, design drift between screens.
With BriefKit
~19 prompts
$9 + one month of your build tool. Spec-locked from prompt 1.
Generate your crm brief pack
Start from this preset. Customize in the builder. Export when your strength score hits 8+.
Generate your crm brief pack →